Job Description

About the role

As a Regional Sales Executive's (RSE), you will solve our clients’ needs through consultative and solution-based selling, and to build relationships with peers in the Workforce Benefits (Group Life, Disability and Voluntary products) division and key brokers throughout his/her territory to identify, develop and negotiate sales opportunities. An RSE is expected to build, maintain, and execute sales plans agreed upon with his/her manager. The RSE’s activities will include learning and staying informed on industry trends, market intelligence and product information for all product solutions within the Workforce Benefits division; establishing, updating and managing target account lists and pipeline management; following a comprehensive sales process that will include marketing programs, educational seminars, customer needs analysis meetings, presentations to develop new and expand existing accounts; managing both external and internal stakeholders throughout the sales process and contributing to sales planning, forecasting and product development. Travel is required. You must reside in the states that make up your territory.

What you will do

  • Develop and nurture both existing and new broker relationships in your market in order to increase Symetra's presence in the Workforce Benefits market.

  • Conduct face-to-face consultative meetings with your brokers in order to understand their customers' needs and provide a competitive solution to them.

  • Maintain and strengthen your relationship with existing brokers in order to ensure policy renewals and close new business opportunities.

  • Cultivate quality partnerships with your sales peers, support and services teams as well as internal partners.

  • Meet the minimum face-to-face interactions with your brokers, including your call, quote and closed sales activity as defined by Symetra through your annual business plan.

  • Responsible for maximizing enrollment results through a firm understanding of each client’s enrollment methodology, enrollment communication plan, and enrollment systems, in partnership with the Director of Enrollment.

  • Provide advice on effective enrollment strategies and review any materials that are being provided to enrollees to ensure that Symetra’s products are well positioned.

  • Build a robust annual business plan. You will build, review and gain approval for your business plan with the support of your manager.

  • Modify your plan as needed to achieve your sales targets, profitability and client retention.

    • Why work at Symetra


    “If you want to invest in yourself and build a career, this is a great place to work. If you don't want to put in the effort to learn the industry and become a student of the business (it takes real effort!), there are easier places to work.” Cris H. - AVP Internal Sales, Training and Development

    “Symetra is inclusive of all employees regardless of their personal differences.” Darrell J. - Actuary III

    What we offer you


    We don’t take a “one-size-fits-all” approach when it comes to our employees. Our programs are designed to make your life better both at work and at home.

  • Flexible full-time or hybrid telecommuting arrangements

  • Plan for your future with our 401(k) plan and take advantage of immediate vesting and company matching up to 6%

  • Paid time away including vacation and sick time, flex days and ten paid holidays

  • Give back to your community and double your impact through our company matching

  • Want more details? Check out our

    • Compensation


    Base salary: $60,000 plus eligibility for incentive compensation

    Who you are

  • High school diploma required.

  • College degree or equivalent work experience required.

  • 3+ years’ experience selling Life and Disability Voluntary Benefits insurance products with strong knowledge of the Life and DI market and products.

  • Must have solid relationships with key brokers, agents and consultants in your territory.

  • All new hires must have a resident license within 90 days of employment as well as non-resident licenses in the states to which they are assigned. In addition, new hires will also apply for and obtain a non-resident license in NM, PA, TX, VA, GA and FL (assuming they are not residents of or assigned to one of these states) within their first 90 days of active employment.

  • Keen listening and business planning skills.

  • Solid time management skills.

  • Ability to prioritize activities in support of achieving your sales goals.

  • Must be a student of the business and have strong work ethic.

  • Aggressive in seeking new business throughout the year.

  • Adopt change quickly.

  • Strong contact management strategies.

  • Strong written and verbal communication skills.

  • Demonstrated understanding of risk and pricing dynamics of Group Life and Disability Insurance.

  • Strong negotiation skills and demonstrated ability to create mutually beneficial outcomes which solve and/or address client opportunities while promoting long-term profitable relationships and revenue sources.

  • Experience with consultative selling practices is highly preferred.

  • Knowledge of enrollment solutions and benefits administration systems.

  • Experience with Customer Relationship Management (CRM) systems.
    • We empower inclusion
    At Symetra, we aspire to be the most inclusive insurance company in the country. We're building a place where every employee feels valued, respected, and has opportunities to contribute.
    Inclusion is about recognizing our assumptions, considering multiple perspective, and removing barriers. We accept and celebrate diverse experiences, identities, and perspectives, because lifting each other up fuels thought and builds a stronger, more innovative company. We invite you to learn more about our efforts here. Creating a world where more people have access to financial freedom

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